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Open receivables transactions

Once you have manually entered or imported customers into Dynamics GP, you will most likely want to import open (or unpaid) receivables transactions from your previous system. In a typical implementation, all open invoices will be imported individually and any unapplied payments will be imported as credit memos.

The following is a list of the fields needed for a receivables transaction import:

Field

Notes

Customer ID

This must be a Customer ID that already exists in Dynamics GP.

Document Date

This is the invoice or credit memo date—typically the real date of the open transaction is used here. However, some companies choose to use the first of the year for any transactions that are older than the current year. ...

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